See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,342 | $50,958+18.4% | $74,550-19.1% | $64,186-6.0% |
| Participation rate | 54.5% | 61.1%-6.5pp | 69.1%-14.6pp | 69.6%-15.0pp |
| Annual return | -4.02% | -1.86%-2.2pp | 32.53%-36.6pp | 7.63%-11.7pp |
| Employer contribution / active EE | $114 | $1,115-89.8% | $1,961-94.2% | $2,381-95.2% |
| Participant deferral / active EE | $1,045 | $2,301-54.6% | $3,108-66.4% | $3,470-69.9% |
| Admin fee / account holder | $2,521 | $4,223-40.3% | $5,060-50.2% | $4,888-48.4% |